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EVPF vs EVIM

Eaton Vance Preferred Securities and Income ETF vs Eaton Vance Intermediate Municipal Income ETF

EVPF

Eaton Vance Preferred Securities and Income ETF

Eaton Vance ETFs

Annual cost

0.39%

Fund size

$27M

EVIM

Eaton Vance Intermediate Municipal Income ETF

Eaton Vance ETFs

Annual cost

0.11%

Fund size

$209M

Key differences

  • EVIM costs 0.28% less per year.
  • EVIM is significantly larger than EVPF — larger funds tend to be more liquid and less likely to close.
  • EVPF covers global ex us markets; EVIM covers north america.

Side-by-side comparison

EVPFEVIM
Annual cost (TER)0.39%0.11%
Fund size (AUM)$27M$209M
Since20262023
Dividend yield3.56%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+7.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.81%
Max drawdown-2.37%-4.23%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EVPF and EVIM